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712 hedge funds and large institutions have $15.3B invested in MongoDB in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 282 increasing their positions, 209 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 81

35% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 209

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 664712 (+48)

2.57% less ownership

Funds ownership: 90.79%88.22% (-2.6%)

16% less capital invested

Capital invested by funds: $18.1B → $15.3B (-$2.83B)

39% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $2.63B

Holders
712
Holders Change
+48
Holders Change %
+7.23%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
144
Increased
282
Reduced
209
Closed
81
Calls
$1.59B
Puts
$2.63B
Net Calls
-$1.03B
Net Calls Change
-$504M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
326
Schroder Investment Management Group
United Kingdom
$1.37M +$240K +849 +17%
Nisa Investment Advisors
327
Nisa Investment Advisors
Missouri
$1.34M +$1.32M +4,665 +428%
Mackenzie Financial
328
Mackenzie Financial
Ontario, Canada
$1.33M +$524K +1,854 +48%
LSA
329
L & S Advisors
California
$1.33M -$8.75K -31 -0.5%
AA
330
ALPS Advisors
Colorado
$1.31M +$251K +890 +19%
TI
331
TrueMark Investments
Illinois
$1.31M -$129K -458 -8%
SCM
332
Silvant Capital Management
Georgia
$1.3M
EA
333
Emerald Advisers
Pennsylvania
$1.3M -$145K -514 -8%
PA
334
Profund Advisors
Maryland
$1.29M +$169K +600 +12%
GIBU
335
Gulf International Bank (UK)
United Kingdom
$1.29M -$14.4K -51 -0.9%
Pacer Advisors
336
Pacer Advisors
Pennsylvania
$1.28M +$174K +615 +13%
RFM
337
Royal Fund Management
Florida
$1.28M +$1.27M +4,500 +450%
NRD
338
Nebula Research & Development
New York
$1.27M +$1.54M +5,442 New
LSERS
339
Louisiana State Employees Retirement System
Louisiana
$1.26M -$56.5K -200 -4%
TC
340
Taika Capital
Florida
$1.24M +$1.5M +5,312 New
KAM
341
Kazazian Asset Management
Florida
$1.23M +$1.49M +5,278 New
AS
342
Altshuler Shaham
Israel
$1.21M +$1.47M +5,205 New
BC
343
Bridgefront Capital
Texas
$1.2M +$1.02M +3,598 +229%
PD
344
Point72 (DIFC)
United Arab Emirates
$1.2M -$2.44M -8,642 -63%
FAM
345
Fred Alger Management
New York
$1.17M -$2.87M -10,150 -67%
FCM
346
Firsthand Capital Management
California
$1.16M -$1.41M -5,000 -50%
CWM
347
CIBC World Markets
New York
$1.16M -$258K -913 -15%
XWM
348
Xcel Wealth Management
Florida
$1.16M
OAM
349
Oppenheimer Asset Management
New York
$1.16M -$585K -2,071 -29%
CWM
350
Circle Wealth Management
New Jersey
$1.13M +$89K +315 +7%

MDB Hedge Fund Activity: Q4 2024 in Review

712 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2024, worth a combined $15.3B — down 16% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new MDB positions and 81 closed out — a net gain of 63 holders — while 282 added to existing stakes and 209 trimmed.

The largest buyer was BlackRock, adding an estimated $262M. The largest seller was Jennison Associates, cutting an estimated $871M.

  • 712 institutional investors held MongoDB (MDB) as of Q4 2024, up from 664 in Q3 2024.
  • Funds reported $15.3B of MongoDB stock for Q4 2024, down 16% quarter-over-quarter.
  • 144 funds opened new MongoDB positions in Q4 2024 and 81 closed out, a net change of +63 holders.
  • The largest MongoDB buyer in Q4 2024 was BlackRock, an estimated $262M added.
  • The largest MongoDB seller in Q4 2024 was Jennison Associates, an estimated $871M sold.

Based on aggregated 13F filings for Q4 2024.